FCT

First Community Trust Portfolio holdings

AUM $129M
1-Year Est. Return 20.18%
This Quarter Est. Return
1 Year Est. Return
+20.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.4M
AUM Growth
+$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$232K
2
+$46.8K
3
+$41.8K
4
PFG icon
Principal Financial Group
PFG
+$28.5K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$19.5K

Top Sells

1
+$96K
2
+$87.8K
3
+$77.1K
4
PSA icon
Public Storage
PSA
+$75.5K
5
XOM icon
Exxon Mobil
XOM
+$57.4K

Sector Composition

1 Technology 33.41%
2 Healthcare 13.99%
3 Consumer Staples 11.64%
4 Industrials 11.17%
5 Communication Services 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$149K 0.17%
600
77
$147K 0.16%
845
78
$145K 0.16%
2,414
-80
79
$143K 0.16%
8,526
80
$141K 0.16%
1,200
81
$139K 0.16%
1,145
-255
82
$135K 0.15%
1,380
83
$132K 0.15%
1,724
84
$131K 0.15%
5,535
85
$131K 0.15%
4,960
86
$126K 0.14%
2,255
+330
87
$124K 0.14%
3,342
-467
88
$124K 0.14%
230
89
$121K 0.14%
700
90
$119K 0.13%
685
-62
91
$112K 0.13%
1,800
92
$109K 0.12%
2,400
93
$105K 0.12%
467
94
$103K 0.12%
1,443
+187
95
$103K 0.11%
252
+26
96
$101K 0.11%
4,600
97
$95.5K 0.11%
1,400
-800
98
$95.4K 0.11%
307
99
$94.6K 0.11%
1,260
100
$92.2K 0.1%
309
-13
2 3
4
5 6